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Western Union

505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $24.9M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $5.18B → $5.18B (+$1.8M)

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

1.29% less ownership

Funds ownership: 99.49%98.2% (-1.3%)

2% less funds holding

Funds holding: 515505 (-10)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
505
Holders Change
-10
Holders Change %
-1.94%
% of All Funds
8.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
180
Reduced
194
Closed
56
Calls
$50.4M
Puts
$24.9M
Net Calls
+$25.5M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$16.4K +$276 +20 +2%
CFB
427
Cullen/Frost Bankers
Texas
$16.1K
HNB
428
Huntington National Bank
Ohio
$16.1K
GIA
429
GHP Investment Advisors
Colorado
$16K -$62.1K -4,496 -79%
LS
430
Livforsakringsbolaget Skandia
Sweden
$15.8K
DA
431
Denali Advisors
California
$15.1K
DAM
432
Delta Asset Management
Tennessee
$15K +$15K +1,086 New
JFA
433
JNBA Financial Advisors
Minnesota
$14.1K
CTA
434
Colonial Trust Advisors
South Carolina
$14K +$14K +1,017 New
RTC
435
Riverview Trust Company
Washington
$14K -$12.6K -916 -47%
VNA
436
Valley National Advisers
Pennsylvania
$14K
SCA
437
Stonebridge Capital Advisors
Minnesota
$13.8K
FHA
438
First Horizon Advisors
Tennessee
$12.5K -$17.1K -1,240 -58%
GRP
439
Global Retirement Partners
California
$11.3K +$8.99K +651 +390%
OC
440
Oakworth Capital
Alabama
$11K
TFA
441
Toth Financial Advisory
Virginia
$11K
ONST
442
Old North State Trust
North Carolina
$10K
QC
443
Quent Capital
New York
$9.74K +$6.28K +455 +181%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$8.79K +$1.57K +114 +22%
SIM
445
Studio Investment Management
Illinois
$8.73K +$8.75K +634 New
AWM
446
Avior Wealth Management
Nebraska
$8.47K +$55 +4 +0.7%
FFA
447
Farther Finance Advisors
California
$7.82K +$7.84K +568 New
PWMG
448
Prestige Wealth Management Group
New Jersey
$7.23K +$6.72K +487 +1,282%
LC
449
Lindbrook Capital
California
$6.88K -$5.47K -396 -44%
CTC
450
Central Trust Company
Missouri
$6.03K -$174K -12,600 -97%

WU Hedge Fund Activity: Q4 2022 in Review

505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.

  • 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
  • Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
  • The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.